BEN LESTER
Financial Adviser · Greenwich, NSW
📚 Qualifications & Training
2006 - Bachelor of Management - - University of Technology, Sydney
2012 - Diploma of Financial Planning - - Kaplan Professional
2014 - SMSF Core Technical Accreditation - - FirstTech
2016 - Aged Care Technical Accreditation - - FirstTech
2018 - Advanced Diploma of Financial Planning - - International Institute of Technology
2025 - Client Engagement Skills - Graduate Diploma (AQF 8) - Kaplan
2025 - Economic and Legal Context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - Estate and Succession Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - Insurance Advice - Graduate Diploma (AQF 8) - Kaplan
2025 - Investment Advice - Graduate Diploma (AQF 8) - Kaplan
2025 - Superannuation and Retirement Advice - Graduate Diploma (AQF 8) - Kaplan
2025 - Taxation for Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.